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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167624799_m2.jpg...
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PhpStorm
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faVsco.js – Client.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search 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Statements","depth":4,"bounds":{"left":0.4820479,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"bounds":{"left":0.49301863,"top":0.09896249,"width":0.029587766,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"bounds":{"left":0.6821808,"top":0.09896249,"width":0.02825798,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"6","depth":4,"bounds":{"left":0.66855055,"top":0.123703115,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.67852396,"top":0.123703115,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"6","depth":4,"bounds":{"left":0.6878325,"top":0.123703115,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"70","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.009973404,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"2","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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accessibility
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NULL
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
Project
Project
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'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search 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Settings…","depth":4,"bounds":{"left":0.43351063,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"bounds":{"left":0.44448137,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"bounds":{"left":0.4554521,"top":0.09896249,"width":0.024268618,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"bounds":{"left":0.4820479,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"bounds":{"left":0.49301863,"top":0.09896249,"width":0.029587766,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"bounds":{"left":0.6821808,"top":0.09896249,"width":0.02825798,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.009640957,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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faVsco.js – HubspotPaginationService.php
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AskJiminnyReportActivityServiceTest
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 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Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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4676830616627976692
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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5421
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NULL
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2026-05-07T15:27:17.081628+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167637081_m2.jpg...
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faVsco.js – HubspotPaginationService.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
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Next Highlighted Error
# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.009640957,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot\\Pagination;\n\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Services\\Crm\\Hubspot\\Client;\nuse Jiminny\\Services\\Crm\\Hubspot\\PayloadBuilder;\nuse Psr\\Log\\LoggerInterface;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\n\nclass HubspotPaginationService\n{\n public function __construct(\n private LoggerInterface $logger\n ) {\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n Client $client,\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n $state = new PaginationState(offset: $offset);\n $endpoint = Client::BASE_URL . \"/crm/v3/objects/{$type}/search\";\n $defaultFilter = $payload['filters'] ?? [];\n $resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;\n $teamId = $client->getConfig()->getTeam()->getId();\n $delay = $this->calculateDelayInMicroseconds();\n\n do {\n// if ($this->shouldStopPagination($state, $teamId)) {\n// break;\n// }\n\n $payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);\n\n// $this->validateTokenIfNeeded($client, $state);\n// usleep($delay);\n\n $page = $this->executeSearchRequest($client, $endpoint, $payload, $state);\n\n// $state->setTotal($page['total'] ?? 0);\n// $this->updateLastRecordId($page, $state);\n//\n// // Safely iterate over results with null check\n// $results = $page['results'] ?? [];\n// foreach ($results as $row) {\n// $state->incrementTotalRecords();\n// yield $row;\n// }\n//\n// $state->setOffset($this->getNextOffset($page));\n// $state->incrementRequestCount();\n//\n// $this->logPaginationProgress($state, $teamId, $endpoint);\n } while ($state->offset && ! empty($page['results']));\n\n // Log final pagination completion stats\n $this->logger->info('[Hubspot] Pagination completed', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'total_requests' => $state->requestCount,\n 'total_records_fetched' => $state->totalRecords,\n 'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),\n 'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,\n ]);\n\n // Update reference parameters\n $total = $state->total;\n $lastRecordId = $state->lastRecordId;\n\n yield;\n }\n\n private function shouldStopPagination(PaginationState $state, int $teamId): bool\n {\n if ($state->hasReachedSafetyLimit()) {\n $this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [\n 'team_id' => $teamId,\n 'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,\n 'total_fetched' => $state->totalRecords,\n ]);\n\n return true;\n }\n\n return false;\n }\n\n private function handlePaginationStrategy(\n array $payload,\n array $defaultFilter,\n PaginationState $state,\n int $resultsPerPage,\n int $teamId\n ): array {\n if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {\n $payload['filters'] = $defaultFilter;\n $payload['filters'][] = [\n 'propertyName' => 'hs_object_id',\n 'operator' => 'LT',\n 'value' => $state->lastRecordId,\n ];\n\n $this->logger->info('[Hubspot] Search keyset pagination request', [\n 'team_id' => $teamId,\n 'sequence' => $state->requestCount,\n 'itemsPerPage' => $resultsPerPage,\n 'payload' => $payload,\n 'total' => $state->total,\n ]);\n\n unset($payload['after']);\n $state->setOffset(0);\n }\n\n if ($state->offset) {\n $payload['after'] = $state->offset;\n }\n\n return $payload;\n }\n\n private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool\n {\n // Check if we've hit the offset limit\n $shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;\n\n if ($shouldSwitch && $state->lastRecordId === null) {\n $this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [\n 'request_count' => $state->requestCount,\n 'current_offset' => $state->offset,\n 'results_per_page' => $resultsPerPage,\n 'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,\n ]);\n\n return false; // Continue with offset pagination\n }\n\n return $shouldSwitch;\n }\n\n private function validateTokenIfNeeded(Client $client, PaginationState $state): void\n {\n if ($state->shouldValidateToken()) {\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n }\n }\n\n private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array\n {\n try {\n return $client->search($objectType, $payload);\n } catch (\\Exception $e) {\n if ($client->isUnauthorizedException($e)) {\n $this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'error' => $e->getMessage(),\n ]);\n\n $client->ensureValidToken();\n $state->updateLastTokenCheck();\n\n try {\n $result = $client->search($objectType, $payload);\n\n $this->logger->info('[Hubspot] Token refresh and retry successful', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n ]);\n\n return $result;\n } catch (\\Exception $retryException) {\n $this->logger->error('[Hubspot] Retry request failed after token refresh', [\n 'team_id' => $client->getConfig()->getTeam()->getId(),\n 'original_error' => $e->getMessage(),\n 'retry_error' => $retryException->getMessage(),\n ]);\n\n throw $retryException;\n }\n }\n\n // RateLimitException and other exceptions are re-thrown as-is\n throw $e;\n }\n }\n\n private function updateLastRecordId(array $page, PaginationState $state): void\n {\n $lastRecord = ! empty($page['results']) ? end($page['results']) : null;\n $lastRecordId = $lastRecord['id'] ?? null;\n $state->updateLastRecordId($lastRecordId);\n }\n\n private function getNextOffset(array $page): int\n {\n return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;\n }\n\n private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void\n {\n if ($state->shouldLogProgress()) {\n $this->logger->info('[Hubspot] Pagination progress log', [\n 'team_id' => $teamId,\n 'endpoint' => $endpoint,\n 'requests_made' => $state->requestCount,\n 'records_fetched' => $state->totalRecords,\n 'elapsed_seconds' => $state->getElapsedSeconds(),\n ]);\n }\n }\n\n private function calculateDelayInMicroseconds(): int\n {\n return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
// if ($this->shouldStopPagination($state, $teamId)) {
// break;
// }
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
// $this->validateTokenIfNeeded($client, $state);
// usleep($delay);
$page = $this->executeSearchRequest($client, $endpoint, $payload, $state);
// $state->setTotal($page['total'] ?? 0);
// $this->updateLastRecordId($page, $state);
//
// // Safely iterate over results with null check
// $results = $page['results'] ?? [];
// foreach ($results as $row) {
// $state->incrementTotalRecords();
// yield $row;
// }
//
// $state->setOffset($this->getNextOffset($page));
// $state->incrementRequestCount();
//
// $this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
yield;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167667762_m1.jpg...
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faVsco.js – HubspotPaginationService.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Execute
Explain Plan
Browse Query History
View Parameters
Open Query Execution Settings…
In-Editor Results
Tx: Auto
Cancel Running Statements
Playground
jiminny
Sync Changes
Hide This Notification
Code changed:
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Next Highlighted Error
# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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921758650370266701
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idle
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accessibility
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;...
|
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|
2026-05-07T15:27:46.919957+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167666919_m2.jpg...
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PhpStorm
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faVsco.js – HubspotPaginationService.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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PhostormcodeFV faVsco.jsProledeyT DeleteCrmEntity lratt.onp© HubspotWebhocv D PaginationC PaginationconticOpportunitysynclrait.phpc) Hubspotsinglesyncstrategy.pngC) Paginationstate.Importopportunity8atch.ono•_ Prospectsearchstr> 0 RedisImportBatchJobTrait.pho(c) Hubspot/Service.php(C) PayloadBuilder.pho© MatchActivityCrmData.phpv D ServiceTraitsC) CrmActivityService.phoCachedCrmServiceDecorator.php•Hubspot/....SyncCrmEntitiesTrait.php(C) Pipedrive/Service.php+Opportunitvsyn1Servicelnterface.ohd+ SyncermEntitiesT SuncFieldstrait.T Writecrmtrait.p•DUts•WeonookC) BatchSvncCollectoC) BatchSvncRedisSe© Client.phpC) ClosedDealStadesSa DoalFieldeService.n© DecorateActivity.ph© FieldDefinitions.php© FieldTypeConverte(0) HubsnotClientinter(C) HubsnotTokenMan© PayloadBuilder.phpG DomotoCrmObiontlUa) DocnoncoNlormalizec) service.ono© SyncFieldAction.ph© SyncRelatedActivitc) WebhooksyncBatc• Ca IntegrationApp› Accessors›D ADI• contioMDTO•D Filters•Hlobs• ProspectSearchStr.v ServiceTraitsT SyternalManstirat InternalAccount? LavoutTrait nhnT. NotSunnortedTr. SvncCrmEntitiec?. SvncCrmSieldsTT CuneCrmMotad:T SystemStateTra© DataClient.php© DecorateActivity.phcllass HuhsnotPaginationServilce//if (Sthis->shouldStopPagination(Sstate, $teamId)) {alee hikdSpayload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, SresultsPerPagescnis-›valldarelokentrneeded sculent, sstate.usLeep sde lay)"Spage = $this->executeSearchRequest(Sclient, $endpoint, Spayload, $state) Accept ReiectSoage = sthis->executeSearchRequest (Scuient. Stvoe. Spavload. Sstate):$state->setTotal($pagel'total'J ?? 0);Sthis->uodatelastRecordid spade. Sstate).Safely iterate over results with null checkSresults = $page['results'] ?? 0:foreach (Sresults as $row) 1Sstate->incrementTotalRecordsoyield $row$state->set0ffset($this->getNext0ffset(Spage)):Sctate-sinenementReauectCountd-Sthis->logPaginationProgress($state, SteamId, $endpoint):} while (Sstate->offset && ! empty(Spage['results'])):I| Log final pagination completion statsSthis->logger->info('[Hubspot] Pagination completed'"team_1d' => Steamid)'total requests' => sstate->totall elaision: 221Sstate->oetzlansedSecanarQube for INE suadections: Netect more cecurity iccuec in vour DHP filec II Try SonarQube Cloud for free /I DowniQuhe Sorver Il Iearn more / Don't ack adain (todav 10-25)100% 12Thu 7 May 18:27:46AskJiminnyReportActivityServiceTest v= custom.logElaravel.logA SF (jiminny@localhost]4 HS_local (iminny@localhost] >iti accounts (jiminny@localhost]CascadeA console (PROD]# console [eu)A console [STAGING]Hubspot Rate Limiting• Hubspot Search Ra+0 ..Tx: Auto liminnySELECT * FRUM crm_tieLd_data WhERE crm_layout_entity_1d IN (6494,6495,64%6,6497,0498,0499); m 06 41 x6 Al'll reractor tne code to centralize all search requests in the client class with proper rate limiting. Let me tirst examine the current Clientimolementation to understand the pattern.Keaс clent.ono #L1-120w37 VSELECTThouaht for 1sCONCAT(u.id, CASE WHEN .id = t.owner_id THEN ' (owner)' ELSE "' END) AS user_id,Read client.php and HubspotClientintertace.php>u.emarThought for 1ssa.*Read Client.pho #L220-319t.owner 1d FROM social accounts saJOIN users uNow I'll create a comorehensive refactorina nian. Let me check the current search methods in Service.nho.on U.id = sa.sociable 1dRead Service.phpJOIN teams t l..n<->1: on t.id = u.team_idnelelaisWHERE U.team_id = 2 and sa.provider = 'hubspot';Now l'll imolement the refactoring. Here's my olan:1. Add search() method to Client. php that wraps search APl calls in rate limitingselect * from social accounts whene id = 1409•2. Add method signature to HubspotClientInterface.php3. Uodate HubsootPaginationService. pho to use the new methodselect * from opportunities where team_id = 24. Uindate Service. nhn cearch methods to use the new method iand crm_provider_id IN ('51317301383');select * from contacts where id = 85;• HubspotClientinterface.phdThouahtsselect * from opportunities where team id = 2 order by id desc:• HubspotClientinterface.phcselect * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * from opportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:Now let me add the search method to Client.phoselect * trom crm tleld data where obnect 10 = 15057• Client.phpSELECT * FROM crm_fields WHERE id IN (1405, 1407. 1972, 2128):Now let me update HubspotPaginationService.php to use the new search() method:Read HubsootPaginationService.oho #L160-239select * from team features where team id IN (1):Thought for 2sselect * from team features where feature id IN (36):• HubspotPaginationService.phr+7-24SHOW CREATE TABLE opportunity_contacts;SELEC * FROM opportunity contactsWHERE crm provider 1d = 111751'4Now I need to update the call site to pass the obiect type instead of the tull endpointsn//HubsootPaainationService.ohn (ohol(1)"Ssiud & "HURSPOT WERHOOK SYNCIS# Steam = Jiminnv Models Team: • find(2)•Searched executeSearchReauest in ann/Services/Crm/Hubsoot/Pagination/HubsnotPaginationService.oho (nho) (1) ># $feature = Feature::query(->where('slug', $slug)->firstO;# TeanFeature::quenv()->create(['feature id' => Sfeature->aetId() Iteam id' => Steam->qetTd@])•Read HubcnotDadinationService nhn #l 1.00l# hubsnot wehhook metricslP HubspotPaginationService.phpselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564', '14527423589' , •49908861993', '504SELECT * FROM opportunity contacts WHERE opportunity id = '414';SELECT * FROM opportunity contacts WHERE crm_provider id = '131501';colort + fnom contante whono id in (414LAA•* Reiect allAccent alliselect * from activities where crm confiquration id = 2:Ask anvthina (&4L)select settings from crm confiqurations where id = 11;+ @ CodelC° AdantiveWN Windsurf Toams 52-1UTF.8io 4 spaces...
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2026-05-07T15:28:08.140275+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167688140_m2.jpg...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
True
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NULL
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monitor_2
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 !== $c...
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 !== $c...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167698678_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 !== $c...
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Statements","depth":4,"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"6","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"6","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.016666668,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 !== $c...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167718971_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167729176_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167749626_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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->getNewInst...
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2026-05-07T15:31:46.986742+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167906986_m2.jpg...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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monitor_2
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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Debug 'AskJiminnyReportActivityServiceTest'
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JetBrains AI
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IDE and Project Settings
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View Parameters
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Tx: Auto
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;...
|
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from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
3306691710985575985
|
921758650370266701
|
visual_change
|
accessibility
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;...
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5429
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NULL
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NULL
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NULL
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5443
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197
|
6
|
2026-05-07T15:31:51.932605+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167911932_m1.jpg...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
True
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Open Query Execution Settings…
In-Editor Results
Tx: Auto
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Hide This Notification
Code changed:
Hide
6
1
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.016666668,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8686299763564484709
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idle
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accessibility
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NULL
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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(3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167942390_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.016666668,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8686299763564484709
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idle
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accessibility
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NULL
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167972923_m1.jpg...
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faVsco.js – Hubspot/Service.php
|
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monitor_1
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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2026-05-07T15:33:15.228209+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778167995228_m2.jpg...
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faVsco.js – Hubspot/Service.php
|
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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2026-05-07T15:33:23.360295+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168003360_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168025773_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168033818_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168056332_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168064238_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168086886_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168094662_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Highlighted Error","depth":4,"bounds":{"left":0.6974734,"top":0.12210695,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.70478725,"top":0.12210695,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.007978723,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.010305851,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
5445
|
NULL
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NULL
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NULL
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5457
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200
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4
|
2026-05-07T15:35:39.702902+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168139702_m2.jpg...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
True
|
NULL
|
monitor_2
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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Start Listen Project: faVsco.js, menu
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PhostormcodeFV faVsco.jsProledeyT DeleteCrmentity tralt.pnp© HubspotWebhoov D Pagination© RateLimitException.php© HubspotPaginatC Paginationconticc) Hubspotsinglesyncstrategy.pngC) Paginationstate.Hubspotwebhookbatchsyncstrateav.ongc)Importopportunity8atch.ono•_ Prospectsearchstr> 0 Redis(ImportBatchJobTrait.php(c) Hubspot/Service.php X(C) PayloadBuilder.pho© MatchActivityCrmData.phpv D ServiceTraitsC) CrmActivityService.phoCachedCrmServiceDecorator.php•Hubspot/....SyncCrmEntitiesTrait.php(C) Pipedrive/Service.php+Opportunitvsyn1Servicelnterface.ohd@ OpportunitvSvncTest.ohp+ SyncermEntitiesT SuncFieldstrait.T.WriteCrmtrait.p19.05.23 Stamatov•DUts•Weonook14.08.24 VasilevC) BatchSvncCollecto15.04.19 ivaC) BatchSvncRedisSerlC) Client.oho14.08.24 VasilevC) ClosedDealStadess@ DealsieldeService n14.08.24 Vasilev© DecorateActivity.ph© FieldDefinitions.phpC) SieldTvneConverte14.08.24 Vasilev(0) HubsnotClientinter14.08.24 Vasilev(C) HubsnotTokenMan© PayloadBuilder.php© RemoteCrmObjectl 12.06.24 Stam• ResponseNormalizec service.ono© SyncFieldAction.ph28.10.24 vanov© SyncRelatedActivit© WebhookSyncBatclC IntegrationApp› Accessors• W Api|28.10.24 Ivanovl• contio28 10 24 IvanovMDTO• Filtersaobs• ProspectSearchStr: 2 10 25v ServicetiraitsExternalMapsTra 3.10.25 Nikolovt InternalAccount? LavoutTrait. oho24.09.25 iliarT. NotSunnortedTr. SvncCrmEntitiec?) SvncCrmSieldsTT CuneCrmMotad:15.08.24 VasilevT SystemStateTra© DataClient.php15.08.24 Vasilev© DecorateActivity.ph1EA0 AA MACiIAcllass Service extends BaseService imnilementsuse upporcundlyoynclradtLusagesprivate const int ENGAGEMENT_BODY_MAX_LENGTH = 65536; usagesprivate 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_ROLLINI 53private const int TEN SECONDLY ROLLING LIMIT = 10:private const string CALLS_SEARCH_ENDPOINT = 'https: Accept ilnajeceom/c 561 usageorivate const strind TYPE NOTE E "NOTE:1 usageprivate const string TYPE_MEETING = 'MEETING':Tusageprivate const string TYPE_CALL = 'CALL':Tusageprivate const string API_URL ='[URL_WITH_CREDENTIALS] HS_local (iminny@localhost] >iti accounts (jiminny@localhost]A console (PROD)# console [eu)A console [STAGING]D 60Tx: AutoSo jiminnySELECT * FRUM crm_tieLd_data WhERE crm_Layout_entity_1d IN (6494,6495,6496,6497,0498,6499); m 06 41 x6 ASELECTCONCAT(u.id, CASE WHEN .id = t.owner_id THEN ' (owner)' ELSE "' END) AS user_id,u.emarsa.*t.owner 1d FROM social accounts saJOIN users uon U.id = sa.sociable_idJOIN teams t l..n<->1: on t.id = u.team_idWHERE U.team_id = 2 and sa.provider = 'hubspot';select * from social accounts whene id = 1409•select * from opportunities where team_id = 2and crm_provider_id IN ('51317301383');select * from contacts where id = 85;select * from opportunities where team id = 2 order by id desc:select * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * from opportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:select * trom crm tield data where obnect 10 = 1505*SELECT * FROM crm_fields WHERE id IN (1405, 1407. 1972, 2128):select * rrom ream teatures where team 10 In00.select * from team features where feature id IN (36):SHOW CREATE TABLE opportunity_contacts;SELEC * FROM opportunity contactsWHERE crm provider 1d = 111751'1"Ssiud & "HURSPOT WERHOOK SYNCIS# Steam = Jiminnv Models Team: • find(2)•# $feature = Feature::query(->where('slug', $slug)->firstO;# TeanFeature::quenv()->create(['feature id' => Sfeature->aetId() Iteam id' => Steam->qetTd@])•# hubsnot wehhook metricoselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564', '14527423589' , •49908861993', '504SELECT * FROM opportunity contacts WHERE opportunity id = '414';SELECT * FROM opportunity contacts WHERE crm_provider id = '131501';colort + fnom contante whono id in (414LAA•select * from activities where crm confiquration id = 2:select settings from crm confiqurations where id = 11;hel100% 12Thu 7 May 18:35:39AskJiminnyReportActivityServiceTest vCascadeHubspot Rate Limiting© Hubspot Search Ra+0 ..•HubspotPaginationService.php+1-*nnow let me upoate the search metnoas in service, php to use the new search() method. First, let me check the find method:Service.ohd+1 -41Now let me uodate the handlePhoneSearchReauest methodiService.ohdw• Service.php• Service.phpNow let me undate searchCal1ßvRecordinaURL Token:Read Service.php #L1710-1759• Service.phpNow let me remove the unused CALLS_SEARCH_ENDPOINT constant since all search calls now go through Client.search():• Service.phpLet me check for any remaining direct API calls in Service.php:Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*.php) (1)Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*.php) (1)ogusers/ ukas/3tanng/apptap/Servzces/rm/Hubspot/servace,p/v3ul+5-9Ask anvthina (&4D+ @ CodelC° AdantiveRupge+ Skip* Reiect alliiAccent alliW Windsurf Toam107-1/2072 charc 85 line hroakc) UTF.8io 4 spaces...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN 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id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168170478_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id 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crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync 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Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8686299763564484709
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idle
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accessibility
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NULL
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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(3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168200936_m1.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.016666668,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8686299763564484709
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idle
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accessibility
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NULL
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168203142_m2.jpg...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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(3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
5458
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NULL
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NULL
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NULL
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5463
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200
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8
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2026-05-07T15:36:49.121364+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168209121_m2.jpg...
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iTerm2
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NULL
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True
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NULL
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monitor_2
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NULL
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LavoutTrait. oho24.09.25 iliarT. NotSunnortedTr. SvncCrmEntitiec?) SvncCrmSieldsTT CuneCrmMotad:15.08.24 VasilevT SystemStateTra© DataClient.php15.08.24 Vasilev© DecorateActivity.ph1EA0 AA MACiIAcllass Service extends BaseService imnilementsLusagesprivate const int ENGAGEMENT_BODY_MAX_LENGTH = 65536; usagesprivate 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_ROLLINGprivate const int TEN SECONDLY ROLLING LIMIT = 10:private const string CALLS_SEARCH_ENDPOINT = 'https: Accept ibregeceom/c1 usageorivate const strind TYPE NOTE E "NOTEY"1 usageprivate const string TYPE_MEETING = 'MEETING';Tusageprivate const string TYPE_CALL = 'CALL':Tusageprivate const string API_URL ='[URL_WITH_CREDENTIALS] HS_local Gjiminny@localhost] Xtib accounts (jiminny@localhost]A console [PROD]A console (EU]A console [STAGING]Tx: AutovPlavaround liminnySELECT * FROM crm_tield_data WHERE crm_Layout_entity_1d IN (6494,6495,6496,6497,6498,6499); m 06 A1 V6 ~37 V V SELECTIu.emarsa.*,CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE •• END) AS user id.t.owner 1d FROM social accounts saJOIN users uon U.id = sa.sociable 1dJOIN teams t .n<->1: on t.id = u.team_idWHERE U.team_id = 2 and sa.provider = 'hubspot';select * from social_accounts where id = 1499;49 Mselect * from opportunities where team_id = 2and crm_provider_id IN ('51317301383');select * from contacts where id = 85;select * from opportunities where team id = 2 order by id desc:select * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * tromopportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:select * trom crm tleld data where obnect 10 = 1505SELECT * FROM crm_fields WHERE id IN (1405, 1407. 1972, 2128) =select * from team features where team id IN (1):select * from team features where feature id IN (36):SHOW CREATE TABLE opportunity_contacts;SELEC * FROM opportunity contacts WHERE crm provider 1d = 111751'*"Ssiud & "HURSPOT WEBHOOK SYNCT.# $team = Jiminny \Models\Team: : find(2) ;# Sfeatune = Featune: quervo->where("slua', Ssluo)->finstO•# TeamFeatune: quenvo->creatediifeatune idi => Sfeatune->aetTd@l iteam idi => Steam->aetTdo1)•# hubsnot wehhook metricsselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564', '14527423589' , •49908861993', '50SELECT * FROM opportunity contacts WHERE opportunity id = '414':SELECT * FROM opportunity contacts WHERE crm provider id = '131501':colon"tam cantranre mhonoid in (414, 464):select * from activities where crm confiquration id = 2select settings from crm confiqurations where id = 11:hel100% 12Thu 7 May 18:36:49U AskJiminnyReportActivityServiceTest vCascadeHubspot Rate Limiting, Hubspot Search Ra+0 ..iHubsootPaginationService.omdNow let me update the search methods in Service. php to use the new search() method. First, let me check the find() method:• Service.oho+1 -4Now let me uodate the handlePhoneSearchRequest method• Service.php+10 -23Now let me check and update the calls search methods:• Service.phd+1-5" Service.ohd+5 -9Now let me uodate searchcal ByRecordingURLToken›Read Service.nho #I 1710-1759" Service.ohd+1 -21Now let me remove the unused CALLs SEARCH ENDPOINT constant since alll search calls now do throuch Client, searcho:Service.ohpLet me check tor any remaining direct APl calls in Service.phpSearched aetinstance*aetClient*requestlaoi.hubaoi.com.*crm/v3in aop/Services/Crm/Hubsoot/Service.oho (*oho) (1) >Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*-php) (1)gusers/ lukes/3 smange.apptapp/Strvzces/5tm/Hubsput/Be.vace-pm/V3spapelines spnessctentsael1ngtancet/nstancllnt(-Laquet regu , enopo int Sendpoznt) :sresponse - sthis-2cL1e/t-mgez/nstents/C-2ge/CLient ()->request(This is taking a long time. Click to retry if it seems stucklAsk anvthina (84L)+ @ CodelC° AdantiveAccent alliW Windsurf Toamc107-1/2072 charc 85 line hroakc) UTF.8io 4 spaces...
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-3066860477411030171
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click
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PhostormcodeFV faVsco.jsProledeyT DeleteCrmentity PhostormcodeFV faVsco.jsProledeyT DeleteCrmentity tralt.pnp© HubspotWebhoov D Pagination© HubspotPaginat© RateLimitException.phpC Paginationcontigc) Hubspotsinglesyncstrategy.pngC) Paginationstate.Hubspotwebhookbatchsyncstrateav.ongc)Importopportunity8atch.ono•_ Prospectsearchstr> 0 Redis(ImportBatchJobTrait.php(c) Hubspot/Service.php X(C) PayloadBuilder.pho© MatchActivityCrmData.phpv D ServiceTraitsC) CrmActivityService.phoCachedCrmServiceDecorator.php•Hubspot/....SyncCrmEntitiesTrait.phpC) Pipedrive/Service.php+ Opportunitvsyn1Servicelnterface.ohd@ OpportunitvSvncTest.ohn+ SyncermEntitiesT SuncFieldstrait.T.WriteCrmtrait.p19.05.23 Stamatov•DUtsWeohook14.08.24 VasilevC) BatchSvncCollecto15.04.19 ivaC) BatchSvncRedisSerlC) Client.oho14.08.24 VasilevC) ClosedDealStadessa DoalFieldeService.n14.08.24 Vasilev© DecorateActivity.ph© FieldDefinitions.phpC) SieldTvneConverte14.08.24 Vasilev(0) HubsnotClientinter14.08.24 Vasilev(C) HubsnotTokenMan© PayloadBuilder.php© RemoteCrmObjectl 12.06.24 Stam• ResponseNormalizec service.ono© SyncFieldAction.ph28.10.24 vanov© SyncRelatedActivit© WebhookSyncBatclC IntegrationApp› Accessors• W Api|28.10.24 Ivanovl• contioMDTO28 10 24 Ivanov• Filtersaobs210 25|• ProspectSearchStr: 2 10 25v ServicetiraitsExternalMapsTra 3.10.25 Nikolovt InternalAccount? LavoutTrait. oho24.09.25 iliarT. NotSunnortedTr. SvncCrmEntitiec?) SvncCrmSieldsTT CuneCrmMotad:15.08.24 VasilevT SystemStateTra© DataClient.php15.08.24 Vasilev© DecorateActivity.ph1EA0 AA MACiIAcllass Service extends BaseService imnilementsLusagesprivate const int ENGAGEMENT_BODY_MAX_LENGTH = 65536; usagesprivate 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_ROLLINGprivate const int TEN SECONDLY ROLLING LIMIT = 10:private const string CALLS_SEARCH_ENDPOINT = 'https: Accept ibregeceom/c1 usageorivate const strind TYPE NOTE E "NOTEY"1 usageprivate const string TYPE_MEETING = 'MEETING';Tusageprivate const string TYPE_CALL = 'CALL':Tusageprivate const string API_URL ='[URL_WITH_CREDENTIALS] HS_local Gjiminny@localhost] Xtib accounts (jiminny@localhost]A console [PROD]A console (EU]A console [STAGING]Tx: AutovPlavaround liminnySELECT * FROM crm_tield_data WHERE crm_Layout_entity_1d IN (6494,6495,6496,6497,6498,6499); m 06 A1 V6 ~37 V V SELECTIu.emarsa.*,CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE •• END) AS user id.t.owner 1d FROM social accounts saJOIN users uon U.id = sa.sociable 1dJOIN teams t .n<->1: on t.id = u.team_idWHERE U.team_id = 2 and sa.provider = 'hubspot';select * from social_accounts where id = 1499;49 Mselect * from opportunities where team_id = 2and crm_provider_id IN ('51317301383');select * from contacts where id = 85;select * from opportunities where team id = 2 order by id desc:select * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * tromopportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:select * trom crm tleld data where obnect 10 = 1505SELECT * FROM crm_fields WHERE id IN (1405, 1407. 1972, 2128) =select * from team features where team id IN (1):select * from team features where feature id IN (36):SHOW CREATE TABLE opportunity_contacts;SELEC * FROM opportunity contacts WHERE crm provider 1d = 111751'*"Ssiud & "HURSPOT WEBHOOK SYNCT.# $team = Jiminny \Models\Team: : find(2) ;# Sfeatune = Featune: quervo->where("slua', Ssluo)->finstO•# TeamFeatune: quenvo->creatediifeatune idi => Sfeatune->aetTd@l iteam idi => Steam->aetTdo1)•# hubsnot wehhook metricsselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564', '14527423589' , •49908861993', '50SELECT * FROM opportunity contacts WHERE opportunity id = '414':SELECT * FROM opportunity contacts WHERE crm provider id = '131501':colon"tam cantranre mhonoid in (414, 464):select * from activities where crm confiquration id = 2select settings from crm confiqurations where id = 11:hel100% 12Thu 7 May 18:36:49U AskJiminnyReportActivityServiceTest vCascadeHubspot Rate Limiting, Hubspot Search Ra+0 ..iHubsootPaginationService.omdNow let me update the search methods in Service. php to use the new search() method. First, let me check the find() method:• Service.oho+1 -4Now let me uodate the handlePhoneSearchRequest method• Service.php+10 -23Now let me check and update the calls search methods:• Service.phd+1-5" Service.ohd+5 -9Now let me uodate searchcal ByRecordingURLToken›Read Service.nho #I 1710-1759" Service.ohd+1 -21Now let me remove the unused CALLs SEARCH ENDPOINT constant since alll search calls now do throuch Client, searcho:Service.ohpLet me check tor any remaining direct APl calls in Service.phpSearched aetinstance*aetClient*requestlaoi.hubaoi.com.*crm/v3in aop/Services/Crm/Hubsoot/Service.oho (*oho) (1) >Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*-php) (1)gusers/ lukes/3 smange.apptapp/Strvzces/5tm/Hubsput/Be.vace-pm/V3spapelines spnessctentsael1ngtancet/nstancllnt(-Laquet regu , enopo int Sendpoznt) :sresponse - sthis-2cL1e/t-mgez/nstents/C-2ge/CLient ()->request(This is taking a long time. Click to retry if it seems stucklAsk anvthina (84L)+ @ CodelC° AdantiveAccent alliW Windsurf Toamc107-1/2072 charc 85 line hroakc) UTF.8io 4 spaces...
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2026-05-07T15:36:49.193743+00:00
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PhpStorm
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faVsco.js – Hubspot/Service.php
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Finder FileEditView[PASSWORD_DOTS]<→C= [1 Googl Finder FileEditView[PASSWORD_DOTS]<→C= [1 Google MeetWindowHelp1836:49• =@ meet.google.com/landing?authuser=lukas.kovalik@jiminny.com6:36 PM • Thu, May 7+MeetingsD* CallsSecure video conferencingfor everyoneConnect, collaborate, and celebrate from anywhere withGoogle MeetEk New meetingEnter a code or nicknameJoin |Get a link you can shareClick New meeting to get a link you can send to peopleyou want to meet with...
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Finder FileEditView[PASSWORD_DOTS]<→C= [1 Googl Finder FileEditView[PASSWORD_DOTS]<→C= [1 Google MeetWindowHelp1836:49• =@ meet.google.com/landing?authuser=lukas.kovalik@jiminny.com6:36 PM • Thu, May 7+MeetingsD* CallsSecure video conferencingfor everyoneConnect, collaborate, and celebrate from anywhere withGoogle MeetEk New meetingEnter a code or nicknameJoin |Get a link you can shareClick New meeting to get a link you can send to peopleyou want to meet with...
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faVsco.js – Hubspot/Service.php
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.016666668,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.021527778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.02111111},"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.015277778,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.014583333,"height":0.025555555},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168211691_m2.jpg...
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faVsco.js – Hubspot/Service.php
|
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monitor_2
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
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(3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.00731383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.006981383,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->search($objectType, $payload);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n try {\n return $this->client->search('contacts', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n\n return $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n\n return null;\n }\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->search('calls', $payload);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] 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 TYPE_NOTE = 'NOTE';
private const string TYPE_MEETING = 'MEETING';
private const string TYPE_CALL = 'CALL';
private const string API_URL = '[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) {
$payload = $this->generateNameSearchPayload($name, $offset, $count);
$type = $objectType === 'companies' ? 'account' : 'contact';
try {
$response = $this->client->search($objectType, $payload);
// Build mapped list.
foreach ($response['results'] as $object) {
$properties = $object['properties'];
$objectName = $this->buildContactName($properties);
$record = [
'crmId' => $object['id'],
// Pass crmUrl to the FE, needed for success message in the extension when you log activity.
'crmUrl' => $this->generateProviderUrl($object['id'], $type),
'name' => $objectName,
'prospectType' => $type,
'phoneNumbers' => [],
];
if ($type === 'account') {
$record['industry'] = $properties['industry'] ?? null;
} else {
$record['title'] = $properties['jobtitle'] ?? null;
$record['organization'] = $properties['company'] ?? null;
}
$countryCode = $this->buildContactCountry($properties);
$parsedNumber = $this->buildContactPhone($countryCode, $properties);
// Add phone number to record.
if (! empty($parsedNumber['phone'])) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),
'type' => 'phone',
];
}
// Add mobile phone number to record.
if (! empty($properties['mobilephone'])) {
$mobileNumber = phone_e164($countryCode, $properties['mobilephone']);
if ($mobileNumber !== null) {
$record['phoneNumbers'][] = [
'number' => $mobileNumber,
'nationalFormat' => phone_national($countryCode, $mobileNumber),
'type' => 'mobile',
];
}
}
$data[] = $record;
}
} catch (BadRequest $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->getUuid(),
'request' => $payload,
'reason' => $e->getMessage(),
]);
throw $e;
}
}
return $data;
},
);
}
/**
* @inheritdoc
*/
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
{
try {
return $this->client->search('contacts', $payload);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'phone' => $phone,
'reason' => $exception->getMessage(),
]);
return [];
}
}
private function normalizePhoneNumber(string $phone): string
{
return ltrim(phone_e164(null, $phone), '+0');
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
return null;
// 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 choo...
|
NULL
|
NULL
|
NULL
|
NULL
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5467
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199
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8
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2026-05-07T15:36:53.359688+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168213359_m1.jpg...
|
PhpStorm
|
faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-p faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-php/src/Endpoints/Companies.php...
|
True
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
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Finder FileEditView[PASSWORD_DOTS]<→C= [1 Googl Finder FileEditView[PASSWORD_DOTS]<→C= [1 Google MeetWindowHelp18653• =@ meet.google.com/landing?authuser=lukas.kovalik@jiminny.com6:36 PM • Thu, May 7+MeetingsD* CallsSecure video conferencingfor everyoneConnect, collaborate, and celebrate from anywhere withGoogle MeetEk New meetingEnter a code or nicknameJoinGet a link you can shareClick New meeting to get a link you can send to peopleyou want to meet with...
|
NULL
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1280748477694785292
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NULL
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click
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ocr
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NULL
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Finder FileEditView[PASSWORD_DOTS]<→C= [1 Googl Finder FileEditView[PASSWORD_DOTS]<→C= [1 Google MeetWindowHelp18653• =@ meet.google.com/landing?authuser=lukas.kovalik@jiminny.com6:36 PM • Thu, May 7+MeetingsD* CallsSecure video conferencingfor everyoneConnect, collaborate, and celebrate from anywhere withGoogle MeetEk New meetingEnter a code or nicknameJoinGet a link you can shareClick New meeting to get a link you can send to peopleyou want to meet with...
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5465
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NULL
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NULL
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NULL
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5468
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2026-05-07T15:36:53.263689+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168213263_m2.jpg...
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PhpStorm
|
faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-p faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-php/src/Endpoints/Companies.php...
|
True
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NULL
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monitor_2
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NULL
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NULL
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NULL
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PhostormProiectINavigareCodeLaravelKeractorFV faVs PhostormProiectINavigareCodeLaravelKeractorFV faVsco.js= custom.log= laravel.logSF (jiminny@localhost]4 HS_local [jiminny@localhost] x iii accounts [jiminny@localhost]& console (PROD]A console [EU]© HubspotWebhoov D Pagination© HubspotPaginat© RateLimitException.phpO Cllentonp© ResponseException.phpA console [STAGING]C Paginationcontig© Basicapi.phpC) Paginationstate.#Badkequest.ono•_ Prospectsearchstr> 0 Redisv D ServiceTraits+ Opportunitvsyn(C) HubspotSinaleSyncStrateav.phpC) HubspotWebhookBatchSyncStrateav.php(C) WebhookSyncBatchProcessor.phpC)ImportOpportunityBatch.phoImportBatchJobTrait.php(C) PavloadBuilder.oho© Compariss.php© MatchActivityCrmData.php+ SyncermEntitiesC)CrmActivitvService.ohv(C) CachedCrmServiceDecorator.oholT Hubsoot/./SvncCrmEntitiesTrait.ohoT.WriteCrmtrait.p•DUts•WeonookC) BatchSvncCollectot© Pipedrive/Service.phpServicelntertace.onp© OpportunitySyncTest.phpclass Service extends BaseService implementsC) BatchSvncRedisSerlC) Client.ohoC) ClosedDealStadesSprivate const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;@ DoalFieldeService.r= 51© DecorateActivity.phC) SieldDefinitions nhrprivate const string LUG DAIE FURMAl ="Y-m-0 H:1:S'*(C) SieldTvneConverteiprivate const int BATCH_UPDATE LIMIT = 100:(0) HubsnotClientinter(C) HubsnotTokenManorivate const strind lEN SEcUNIV ROIITNG PNITCV = "TEN SECONDLY ROLLING' :Extract Surround # = :© PayloadBuilder.phpe DomotoCrmOhiontl• ResponseNormalizec service.ono© SyncFieldAction.ph© SyncRelatedActivit© WebhookSyncBatclC IntegrationApp> D Accessors›D ADI• contioMDTO•D Filters•Hlobs• ProspectSearchStr.v ServiceTraitstSyternalManstira119private const int TEN SECONDLY ROLLING LIMT = 10private const string CALLS_SEARCH_ENDPOINT = 'https: Accept ibagiceom/crm/v3/1 usagel61private const string TYPE_NOTE = 'NOTE':lusageprivate const string TYPE_MEETING = 'MEETING':E 6465private const string TYPE_CALL = 'CALL':69private const string API_ URL ='https:/api.hubapi.com':t internal Accounts// NB: v1 is legacy - v3 is the newestT LayoutTrait.phpprivate const string ENDPOINT_ PIPELINES = /crm-pipelines/v1/pipelines/':T. NotSunnortedTr?. SvncCrmEntitiesprivate const string PIPELINE OBJECT TYPE_DEALS = 'deals':?) SvncCrmSieldsTT CuneCrmMotad.T SystemStateTra© DataClient.php© DecorateActivity.phorivate const int TASK VERTFTCATION CACHE TIL = 86400: dav** 1 of 12 edits+Accept File &+ X Reject File d*€+ 7 of 7 files →Tx: Autoy liminnySELECI * FRUM crm tield data WHERE crm layout entity 1d IN (6494.6495.6496.6491.6498,649907MeoetMOASELECTu.emartsar*t,owner id FROM social accounts saJOIN users uon U.id = sa.sociable idCONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE "' END) AS user_id,JOIN teams t 1.n<->1: on t.id = u.team_idWHERE U.team_id = 2 and sa.provider = 'hubspot';select * from social accounts whene id = 1499•select * from opportunities where team_id = 2and crm_provider_id IN ('51317301383');select * from contacts where id = 85;select * from opportunities where team id = 2 order by id desc:select * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * from opportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:select * trom crm tield data where obnect 10 = 1565*SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128):select * trom teatuselect * from team features where team id IN (1):select * from team features where feature id IN (36):SHOW CREATE TABLE opportunity_contacts;SELECT * FROM opportunity contacts WHERE crm orovider 1d = 111751'4" Ssiud &"HURSPOT WEBHOOK SYNC# Steam = Jiminnv\Models| Team::find(2) •# $feature = Feature::query(->where('slug', $slug)-›firstO;# TeamFeatune::querv()->create(['feature id' => Sfeature->aetId() Iteam id! = Steam->aetTd(l)•# huhsnot wehhook metricslselect * from opportunities where team_id = 2 and crm_provider_id IN (^374720564', '14527423589', 49908861993', ^50435771779'); # 1365SELECT * FROM opportunity contacts WHERE opportunity id = '414':SELECT * FROM opportunity contacts WHERE crm provider id = '131501' :colort + fnom contante whono id in (414)IAA•select * from activities where crm confiquration id = 2:select settings from crm confiqurations where id = 11:SonarAube for ldls suadestiionsa Detect more seamitvlissueslin vour D.D flles /ltn SonarAube Claud for free //lDownload SonarOnbe Server lllearn more //lDonit ask again /(todav 10:251hel100% 12Thu 7 May 18:36:53AskJiminnyReportActivityServiceTest vCascadeHubspot Rate Limiting, Hubspot Search Ra+0 ..iHubsootPaginationService.omdNow let me update the search methods in Service. php to use the new search() method. First, let me check the find() method:• Service.oho+1-4Now let me uodate the handlePhoneSearchRequest method• Service.php+10 -23Now let me check and update the calls search methods:• Service.phd+1 -5" Service.ohd+5 -9Now let me uodate searchcall ByRecordingURLToken›Read Service.nho #I 1710-1759" Service.ohd÷1 -21Now let me remove the unused CALLs SEARCH ENDPOINT constant since alll search calls now do throuch Client, searcho:Service.ohpLet me check for any remaining direct APl calls in Service.phpSearched aetinstance*aetClient*requestlaoi.hubaoi.com.*crm/v3in aop/Services/Crm/Hubsoot/Service.oho (*oho) (1) >Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*-php) (1)9Users/ ukas/1miny/ae/8p/Servces/Cra/Hlbspot/service. Php/v3u16521This is taking a long time. Click to retry if it seems stucklAsk anvthina (84L)+ @ CodelC° AdantiveAccent alliW Windsurf Toamc107-1/2072 charc 85 line hroakc) UTF.8io 4 spaces...
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-3607582650108132716
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click
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ocr
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NULL
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PhostormProiectINavigareCodeLaravelKeractorFV faVs PhostormProiectINavigareCodeLaravelKeractorFV faVsco.js= custom.log= laravel.logSF (jiminny@localhost]4 HS_local [jiminny@localhost] x iii accounts [jiminny@localhost]& console (PROD]A console [EU]© HubspotWebhoov D Pagination© HubspotPaginat© RateLimitException.phpO Cllentonp© ResponseException.phpA console [STAGING]C Paginationcontig© Basicapi.phpC) Paginationstate.#Badkequest.ono•_ Prospectsearchstr> 0 Redisv D ServiceTraits+ Opportunitvsyn(C) HubspotSinaleSyncStrateav.phpC) HubspotWebhookBatchSyncStrateav.php(C) WebhookSyncBatchProcessor.phpC)ImportOpportunityBatch.phoImportBatchJobTrait.php(C) PavloadBuilder.oho© Compariss.php© MatchActivityCrmData.php+ SyncermEntitiesC)CrmActivitvService.ohv(C) CachedCrmServiceDecorator.oholT Hubsoot/./SvncCrmEntitiesTrait.ohoT.WriteCrmtrait.p•DUts•WeonookC) BatchSvncCollectot© Pipedrive/Service.phpServicelntertace.onp© OpportunitySyncTest.phpclass Service extends BaseService implementsC) BatchSvncRedisSerlC) Client.ohoC) ClosedDealStadesSprivate const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;@ DoalFieldeService.r= 51© DecorateActivity.phC) SieldDefinitions nhrprivate const string LUG DAIE FURMAl ="Y-m-0 H:1:S'*(C) SieldTvneConverteiprivate const int BATCH_UPDATE LIMIT = 100:(0) HubsnotClientinter(C) HubsnotTokenManorivate const strind lEN SEcUNIV ROIITNG PNITCV = "TEN SECONDLY ROLLING' :Extract Surround # = :© PayloadBuilder.phpe DomotoCrmOhiontl• ResponseNormalizec service.ono© SyncFieldAction.ph© SyncRelatedActivit© WebhookSyncBatclC IntegrationApp> D Accessors›D ADI• contioMDTO•D Filters•Hlobs• ProspectSearchStr.v ServiceTraitstSyternalManstira119private const int TEN SECONDLY ROLLING LIMT = 10private const string CALLS_SEARCH_ENDPOINT = 'https: Accept ibagiceom/crm/v3/1 usagel61private const string TYPE_NOTE = 'NOTE':lusageprivate const string TYPE_MEETING = 'MEETING':E 6465private const string TYPE_CALL = 'CALL':69private const string API_ URL ='https:/api.hubapi.com':t internal Accounts// NB: v1 is legacy - v3 is the newestT LayoutTrait.phpprivate const string ENDPOINT_ PIPELINES = /crm-pipelines/v1/pipelines/':T. NotSunnortedTr?. SvncCrmEntitiesprivate const string PIPELINE OBJECT TYPE_DEALS = 'deals':?) SvncCrmSieldsTT CuneCrmMotad.T SystemStateTra© DataClient.php© DecorateActivity.phorivate const int TASK VERTFTCATION CACHE TIL = 86400: dav** 1 of 12 edits+Accept File &+ X Reject File d*€+ 7 of 7 files →Tx: Autoy liminnySELECI * FRUM crm tield data WHERE crm layout entity 1d IN (6494.6495.6496.6491.6498,649907MeoetMOASELECTu.emartsar*t,owner id FROM social accounts saJOIN users uon U.id = sa.sociable idCONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE "' END) AS user_id,JOIN teams t 1.n<->1: on t.id = u.team_idWHERE U.team_id = 2 and sa.provider = 'hubspot';select * from social accounts whene id = 1499•select * from opportunities where team_id = 2and crm_provider_id IN ('51317301383');select * from contacts where id = 85;select * from opportunities where team id = 2 order by id desc:select * from opportunities where team id = 2 and crm provider id = '51317301383': # 5112select * from opportunities where team id = 2 and crm provider id = '55976759904': # 5112select * from opportunity contacts where opportunity id = 5117:select * trom crm tield data where obnect 10 = 1565*SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128):select * trom teatuselect * from team features where team id IN (1):select * from team features where feature id IN (36):SHOW CREATE TABLE opportunity_contacts;SELECT * FROM opportunity contacts WHERE crm orovider 1d = 111751'4" Ssiud &"HURSPOT WEBHOOK SYNC# Steam = Jiminnv\Models| Team::find(2) •# $feature = Feature::query(->where('slug', $slug)-›firstO;# TeamFeatune::querv()->create(['feature id' => Sfeature->aetId() Iteam id! = Steam->aetTd(l)•# huhsnot wehhook metricslselect * from opportunities where team_id = 2 and crm_provider_id IN (^374720564', '14527423589', 49908861993', ^50435771779'); # 1365SELECT * FROM opportunity contacts WHERE opportunity id = '414':SELECT * FROM opportunity contacts WHERE crm provider id = '131501' :colort + fnom contante whono id in (414)IAA•select * from activities where crm confiquration id = 2:select settings from crm confiqurations where id = 11:SonarAube for ldls suadestiionsa Detect more seamitvlissueslin vour D.D flles /ltn SonarAube Claud for free //lDownload SonarOnbe Server lllearn more //lDonit ask again /(todav 10:251hel100% 12Thu 7 May 18:36:53AskJiminnyReportActivityServiceTest vCascadeHubspot Rate Limiting, Hubspot Search Ra+0 ..iHubsootPaginationService.omdNow let me update the search methods in Service. php to use the new search() method. First, let me check the find() method:• Service.oho+1-4Now let me uodate the handlePhoneSearchRequest method• Service.php+10 -23Now let me check and update the calls search methods:• Service.phd+1 -5" Service.ohd+5 -9Now let me uodate searchcall ByRecordingURLToken›Read Service.nho #I 1710-1759" Service.ohd÷1 -21Now let me remove the unused CALLs SEARCH ENDPOINT constant since alll search calls now do throuch Client, searcho:Service.ohpLet me check for any remaining direct APl calls in Service.phpSearched aetinstance*aetClient*requestlaoi.hubaoi.com.*crm/v3in aop/Services/Crm/Hubsoot/Service.oho (*oho) (1) >Searched getinstance.*getClient.*request|api.hubapi.com.*crm/v3 in app/Services/Crm/Hubspot/Service.php (*-php) (1)9Users/ ukas/1miny/ae/8p/Servces/Cra/Hlbspot/service. Php/v3u16521This is taking a long time. Click to retry if it seems stucklAsk anvthina (84L)+ @ CodelC° AdantiveAccent alliW Windsurf Toamc107-1/2072 charc 85 line hroakc) UTF.8io 4 spaces...
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5466
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2026-05-07T15:36:55.598968+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778168215598_m2.jpg...
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PhpStorm
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faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-p faVsco.js – ~/jiminny/app/vendor/hubspot/hubspot-php/src/Endpoints/Companies.php...
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True
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monitor_2
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] [URL_WITH_CREDENTIALS] \SevenShores\Hubspot\Http\Response
*/
public function create(array $properties)
{
$endpoint = '[URL_WITH_CREDENTIALS] \SevenShores\Hubspot\Http\Response
*/
public function update($id, array $properties)
{
$endpoint = "[URL_WITH_CREDENTIALS] int $id The company id
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['limit', 'offset', 'properties']
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['count', 'offset']
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['count', 'offset']
*
* @see [URL_WITH_CREDENTIALS] [URL_WITH_CREDENTIALS] int $id
* @param array $params Array of optional parameters ['includeMergeAudits', 'includePropertyVersions']
*
* @see https://developers.hubspot.com/docs/methods/companies/get_company
*
* @return \SevenShores\Hubspot\Http\Response
*/
public function getById($id, array $params = [])
{
$endpoint = "https://api.hubapi.com/companies/v2/companies/{$id}";
return $this->client->request(
'get',
$endpoint,
[],
build_query_string($params)
);
}
}
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and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Reader Mode","depth":4,"bounds":{"left":0.2805851,"top":0.29688746,"width":0.034574468,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace SevenShores\\Hubspot\\Endpoints;\n\n/**\n * @see https://developers.hubspot.com/docs/methods/companies/companies-overview\n */\nclass Companies extends Endpoint\n{\n /**\n * Create a company.\n *\n * @param array $properties array of company properties\n *\n * @see https://developers.hubspot.com/docs/methods/companies/create_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function create(array $properties)\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/';\n\n return $this->client->request(\n 'post',\n $endpoint,\n ['json' => ['properties' => $properties]]\n );\n }\n\n /**\n * Updates a company.\n *\n * @param int $id the company id\n * @param array $properties the company properties to update\n *\n * @see https://developers.hubspot.com/docs/methods/companies/update_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function update($id, array $properties)\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request(\n 'put',\n $endpoint,\n ['json' => ['properties' => $properties]]\n );\n }\n\n /**\n * @param array $companies the companies and properties\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function updateBatch(array $companies)\n {\n $endpoint = 'https://api.hubapi.com/companies/v1/batch-async/update';\n\n return $this->client->request('post', $endpoint, ['json' => $companies]);\n }\n\n /**\n * Deletes a company.\n *\n * @param int $id The company id\n *\n * @see https://developers.hubspot.com/docs/methods/companies/delete_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function delete($id)\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request('delete', $endpoint);\n }\n\n /**\n * Returns all companies.\n *\n * @param array $params Array of optional parameters ['limit', 'offset', 'properties']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get-all-companies\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function all(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/paged';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Returns the recently modified companies.\n *\n * @param array $params Array of optional parameters ['count', 'offset']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_companies_modified\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getRecentlyModified(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/recent/modified';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Returns the recently created companies.\n *\n * @param array $params Array of optional parameters ['count', 'offset']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_companies_created\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getRecentlyCreated(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/recent/created';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Search for companies by domain.\n *\n * @see https://developers.hubspot.com/docs/methods/companies/search_companies_by_domain\n *\n * @return \\Psr\\Http\\Message\\ResponseInterface|\\SevenShores\\Hubspot\\Http\\Response\n */\n public function searchByDomain(\n string $domain,\n array $properties = [],\n int $limit = 100,\n int $offset = 0\n ) {\n $endpoint = \"https://api.hubapi.com/companies/v2/domains/{$domain}/companies\";\n\n return $this->client->request(\n 'post',\n $endpoint,\n [\n 'json' => [\n 'limit' => $limit,\n 'offset' => [\n 'isPrimary' => true,\n 'companyId' => $offset,\n ],\n 'requestOptions' => [\n 'properties' => $properties,\n ],\n ],\n ]\n );\n }\n\n /**\n * Returns a company with id $id.\n *\n * @param int $id\n * @param array $params Array of optional parameters ['includeMergeAudits', 'includePropertyVersions']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getById($id, array $params = [])\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace SevenShores\\Hubspot\\Endpoints;\n\n/**\n * @see https://developers.hubspot.com/docs/methods/companies/companies-overview\n */\nclass Companies extends Endpoint\n{\n /**\n * Create a company.\n *\n * @param array $properties array of company properties\n *\n * @see https://developers.hubspot.com/docs/methods/companies/create_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function create(array $properties)\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/';\n\n return $this->client->request(\n 'post',\n $endpoint,\n ['json' => ['properties' => $properties]]\n );\n }\n\n /**\n * Updates a company.\n *\n * @param int $id the company id\n * @param array $properties the company properties to update\n *\n * @see https://developers.hubspot.com/docs/methods/companies/update_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function update($id, array $properties)\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request(\n 'put',\n $endpoint,\n ['json' => ['properties' => $properties]]\n );\n }\n\n /**\n * @param array $companies the companies and properties\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function updateBatch(array $companies)\n {\n $endpoint = 'https://api.hubapi.com/companies/v1/batch-async/update';\n\n return $this->client->request('post', $endpoint, ['json' => $companies]);\n }\n\n /**\n * Deletes a company.\n *\n * @param int $id The company id\n *\n * @see https://developers.hubspot.com/docs/methods/companies/delete_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function delete($id)\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request('delete', $endpoint);\n }\n\n /**\n * Returns all companies.\n *\n * @param array $params Array of optional parameters ['limit', 'offset', 'properties']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get-all-companies\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function all(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/paged';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Returns the recently modified companies.\n *\n * @param array $params Array of optional parameters ['count', 'offset']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_companies_modified\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getRecentlyModified(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/recent/modified';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Returns the recently created companies.\n *\n * @param array $params Array of optional parameters ['count', 'offset']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_companies_created\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getRecentlyCreated(array $params = [])\n {\n $endpoint = 'https://api.hubapi.com/companies/v2/companies/recent/created';\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n\n /**\n * Search for companies by domain.\n *\n * @see https://developers.hubspot.com/docs/methods/companies/search_companies_by_domain\n *\n * @return \\Psr\\Http\\Message\\ResponseInterface|\\SevenShores\\Hubspot\\Http\\Response\n */\n public function searchByDomain(\n string $domain,\n array $properties = [],\n int $limit = 100,\n int $offset = 0\n ) {\n $endpoint = \"https://api.hubapi.com/companies/v2/domains/{$domain}/companies\";\n\n return $this->client->request(\n 'post',\n $endpoint,\n [\n 'json' => [\n 'limit' => $limit,\n 'offset' => [\n 'isPrimary' => true,\n 'companyId' => $offset,\n ],\n 'requestOptions' => [\n 'properties' => $properties,\n ],\n ],\n ]\n );\n }\n\n /**\n * Returns a company with id $id.\n *\n * @param int $id\n * @param array $params Array of optional parameters ['includeMergeAudits', 'includePropertyVersions']\n *\n * @see https://developers.hubspot.com/docs/methods/companies/get_company\n *\n * @return \\SevenShores\\Hubspot\\Http\\Response\n */\n public function getById($id, array $params = [])\n {\n $endpoint = \"https://api.hubapi.com/companies/v2/companies/{$id}\";\n\n return $this->client->request(\n 'get',\n $endpoint,\n [],\n build_query_string($params)\n );\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand 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folder","depth":8,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Acl, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ActionItems, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Activity, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ActivityAnalytics, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ActivitySearch, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AiActivityType, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AiAutomation, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AiCallScoring, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskAnything, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Dtos, folder","depth":10,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Events, folder","depth":10,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskAnythingPromptService.php","depth":10,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"HistoryService.php","depth":10,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskJiminnyAi, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AWS, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"BillingManagement, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Cache, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CoachingFeedback, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Country, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CustomerApi, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Database, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Datadog, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"DateTime, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"DealInsights, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"DealRisks, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ElasticSearch, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Eloquent, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Encoding, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Encryption, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ES, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Faker, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FeatureFlags, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FFMpeg, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FileSystem, folder","depth":9,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Gecko, folder","depth":9,"on_screen":false,"role_description":"text"}]...
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Project: faVsco.js, menu
master, menu
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AskJiminnyReportActivityServiceTest
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
[URL_WITH_CREDENTIALS] [URL_WITH_CREDENTIALS] \SevenShores\Hubspot\Http\Response
*/
public function create(array $properties)
{
$endpoint = '[URL_WITH_CREDENTIALS] \SevenShores\Hubspot\Http\Response
*/
public function update($id, array $properties)
{
$endpoint = "[URL_WITH_CREDENTIALS] int $id The company id
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['limit', 'offset', 'properties']
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['count', 'offset']
*
* @see [URL_WITH_CREDENTIALS] array $params Array of optional parameters ['count', 'offset']
*
* @see [URL_WITH_CREDENTIALS] [URL_WITH_CREDENTIALS] int $id
* @param array $params Array of optional parameters ['includeMergeAudits', 'includePropertyVersions']
*
* @see https://developers.hubspot.com/docs/methods/companies/get_company
*
* @return \SevenShores\Hubspot\Http\Response
*/
public function getById($id, array $params = [])
{
$endpoint = "https://api.hubapi.com/companies/v2/companies/{$id}";
return $this->client->request(
'get',
$endpoint,
[],
build_query_string($params)
);
}
}
Project
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app ~/jiminny/app, folder
.circleci, folder
.cursor, folder
.github
.sonarlint, folder
.vscode, folder
.windsurf, folder
app, sources root
Actions, folder
Component, folder
Acl, folder
ActionItems, folder
Activity, folder
ActivityAnalytics, folder
ActivitySearch, folder
AiActivityType, folder
AiAutomation, folder
AiCallScoring, folder
AskAnything, folder
Dtos, folder
Events, folder
AskAnythingPromptService.php
HistoryService.php
AskJiminnyAi, folder
AWS, folder
BillingManagement, folder
Cache, folder
CoachingFeedback, folder
Country, folder
CustomerApi, folder
Database, folder
Datadog, folder
DateTime, folder
DealInsights, folder
DealRisks, folder
ElasticSearch, folder
Eloquent, folder
Encoding, folder
Encryption, folder
ES, folder
Faker, folder
FeatureFlags, folder
FFMpeg, folder
FileSystem, folder
Gecko, folder...
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